中新网上海12月1日电 (殷立勤 彭维一)12月1日，中国船舶集团旗下上海外高桥造船有限公司为挪威 Frontline公司建造的15.8万吨苏伊士型原油轮"SEA POLARIS(海洋北极星)"轮正式签字交付。至此， 2025年公司顺利交付29艘船舶，累计270.65万载重吨，以超额完成7艘的优异成绩交出了一份亮眼的答 卷。交付船型涵盖11.4万吨阿芙拉型成品油轮19艘(含1艘全球首艘风帆助推型)、15.8万吨苏伊士型原油 轮2艘、汽车运输船(PCTC)7艘，以及7000TEU集装箱船1艘。 在代表造船工业巅峰的大型邮轮建造领域，第二艘国产大型邮轮H1509船项目正稳步迈向新的里程碑。 项目团队围绕年度建造目标，系统把控节奏、精准管理进程，在计划管控方面，团队深度融合数字化手 段，优化多专业协同与关键路径管理，引入RPA机器人实现工时自动采集与可视化管理，有效提升资源 效率和成本控制水平；在先行工程与舾装领域，项目团队系统总结首制船建造经验，形成标准化作业体 系，相较于H1508船，第二艘国产大型邮轮结构报验等节点大幅提前；同时依托自研完工系统与智能平 台，项目在信息化支撑、知识共享与团队培养方面也实现跨越， ...

Group 1 - The China Shipbuilding sector experienced a decline of 0.68%, ranking among the top losers in the concept sector, with notable declines in stocks such as China Shipbuilding Defense, China Shipbuilding Hanguang, and Jiuzhiyang [1] - Among the stocks in the China Shipbuilding sector, only two saw price increases, with China Shipbuilding Special Gas rising by 1.14% and Kunshan Intelligent increasing by 0.51% [1] Group 2 - The China Shipbuilding sector faced a net outflow of 305 million yuan from major funds today, with nine stocks experiencing net outflows, and seven stocks seeing outflows exceeding 10 million yuan [2] - The stock with the highest net outflow was China Shipbuilding Defense, which saw a net outflow of 137.16 million yuan, followed by China Shipbuilding and ST Emergency with net outflows of 42.19 million yuan and 30.49 million yuan, respectively [2]

对话嘉宾 人才是制度型开放的关键要素 国家发展改革委对外经济研究所所长 罗蓉 推动粤港澳大湾区一体化建设，广东率先推动制度型开放是关键。 粤港澳大湾区的制度型开放突出表现在三地规则标准的互认上进行了有益的探索。设施联通制度方面， 随着港珠澳大桥、南沙大桥、佛莞城际铁路、深中通道、黄茅海跨海通道等建成通车，香港到珠海、澳 门的车程从3个小时缩短至约45分钟，港珠澳"1小时生活圈"基本形成。湾区标准体系方面，截止到2025 年10月，累计制定200多项标准，涉及食品、中医药、家政、养老、交通、水利等36个领域。资金融通 制度方面，三地通过实施"跨境理财通""深港通"等，实现内地与港澳金融市场的双向互通。据统计，今 年深港两地的跨境理财通汇款总额增长了8倍。职业资格认可方面，目前港澳律师、医师、建筑师等专 业人士，已单向允许在大湾区内地城市执业。 将大湾区打造成更具综合竞争力的世界级城市群，还要把人才作为制度型开放的关键要素。在国际人才 引育方面，建议以广州南沙为试点，进一步放开人才准入以及从业许可限制，扩大职业资格互认范围， 将港澳职业资格互认扩展至教育、医疗等民生领域。 （本刊记者崔晓萌整理） 对话嘉宾 本刊首 ...

Core Viewpoint - China Shipbuilding Group is focusing on technological innovation to strengthen its position as a world-class shipbuilding company during the "14th Five-Year Plan" and is planning for the "15th Five-Year Plan" to enhance its technological capabilities and support high-quality development [1][2] Group 1: Achievements and Goals - The chairman of China Shipbuilding Group, Xu Peng, reviewed the achievements in strategic technological strength, major equipment development, investment in technology, and talent cultivation during the "14th Five-Year Plan" [1] - The company has set ambitious goals for the next decade, emphasizing the importance of innovation and collaboration in overcoming challenges and enhancing the industrial ecosystem [1] Group 2: Innovation Initiatives - The company released a list of key technological challenges and promoted an open research and innovation approach, encouraging collaboration with domestic and international partners to drive advancements in shipbuilding and marine equipment [2] - Partnerships were established with universities, central enterprises, and innovative companies to deepen cooperation in areas such as intelligent, green, and integrated development, aiming to accelerate breakthroughs in core technologies [2] Group 3: Events and Forums - During the Technology Week, China Shipbuilding Group will host forums and lectures focusing on innovation management, advanced materials, intelligent ships, high-end design, digital transformation, fundamental research, energy, and technology transfer [2]

12月1日，中国船舶集团有限公司（以下简称中船集团）举办科技创新大会暨科技周活动，主题为"向海 图强·智领深蓝"，大会全面贯彻国家有关科技创新的战略部署，总结中船集团"十四五"期间科技创新成 果，展望"十五五"期间科技发展规划。记者注意到，在中船集团公布的"十四五"十大科技成果中，福建 舰高居榜首。 中船集团既承担以航母、核潜艇、大型驱逐舰、两栖攻击舰为代表的我国海军全部主战 装备科研生产任务，同时，中国船舶集团还培育了豪华邮轮、液化天然气(LNG)船等集研发、制造、配 套为一体的世界级海洋装备先进产业集群，不断向全球产业链和价值链高端延伸。（环球时报） ...

Core Viewpoint - The report highlights significant growth in China's civil steel shipbuilding industry, with a projected production increase and substantial year-on-year growth rates for 2025 [1] Industry Summary - According to the National Bureau of Statistics, the production of civil steel ships in China is expected to reach 5.59 million deadweight tons in September 2025, representing a year-on-year increase of 59.3% [1] - Cumulative production from January to September 2025 is projected to be 39.05 million deadweight tons, reflecting a cumulative growth of 19% [1] - The report is based on data compiled by Zhiyan Consulting, a leading industry consulting firm in China, which specializes in in-depth industry research and market analysis [1]

Market Overview - The A-share market experienced a rebound last week, with the Shanghai Composite Index closing at 3888.60 points, up 0.34% [5] - The overall market sentiment improved, but the rebound strength was limited due to insufficient incremental capital inflow, with trading volume around 1.6 trillion yuan [2][14] - Key resistance is noted around the 4000-point mark, where historical selling pressure exists, restricting upward movement [14] Short-term Outlook - The market is expected to enter a phase of oscillation and gradual repair, with a warning of potential pullbacks after the rebound [3][15] - The ability to expand trading volume will be crucial for sustaining the rebound; low trading volume may lead to a return to range-bound trading [3][15] - Investors are advised to monitor changes in trading volume, capital flow, and policy developments closely [15] Sector Performance - Technology sectors, particularly artificial intelligence and semiconductor industries, showed strong performance, while other sectors lacked clear support for growth [14] - Consumer stocks, including dairy and food and beverage sectors, have been rising due to government policies aimed at boosting consumption [7][9] - New energy sectors, including batteries and photovoltaic equipment, are expected to continue their rebound, supported by ongoing demand for carbon neutrality [8][9] Investment Strategy - A focus on individual stocks rather than indices is recommended, with strategies such as balanced allocation and high-low trading [3][15] - Investors should target stocks with strong earnings support while avoiding high-valuation stocks lacking performance backing [15] - The report emphasizes the importance of selecting stocks in sectors with robust fundamentals, such as technology growth and cyclical industries [15]

初冬的江苏，涌动着开放合作的暖流。不久前，"机遇中国——全球跨国企业高管看江苏"活动，带 着来自英国、比利时、瑞典、希腊等国的一众企业高管，用一周时间走进南通、无锡和苏州，深入走 访、实地交流，切身感受江苏的发展机遇与开放格局……一个个细节无不传递出他们希望"读懂"江苏、 融入中国的鲜明意愿。 从"落户"到"扎根"、从"加仓"到"链上"，跨国企业与江苏同行的历程，展现出外资在江苏发展的生 动图景。"十四五"以来，江苏实际使用外资约占全国1/6，现有外资企业4.3万家，江苏跨国公司地区总 部和功能性机构新增128家，累计达到423家，数量居全国前列。从昔日的"投资者"转型升级为与中国市 场共同成长的"深度合伙人"，外资的角色在这里悄然蜕变。江苏，正成为外资面向全球的"创新策源 地"。 从"初步试水"到"利润再投"，外资深耕江苏 从早期为"业务布局"而投入，发展到基于信任与回报、利润"反哺"的深度绑定，江苏形成了"以内 引外、以资引资"的发展之势。 在无锡，全球医药巨头阿斯利康的成长颇具代表性。今年5月，其投资4.75亿美元的小分子药物新 工厂破土动工，预计2028年投产。阿斯利康自1993年落户以来，在无锡累计 ...

Core Viewpoint - The A-share capital market is entering a phase of "scale and high-quality" mergers and acquisitions (M&A) in 2025, with significant restructuring activities from major companies like Zhongke Shuguang, China Shipbuilding, China Shenhua, and Guotai Junan, as evidenced by official disclosures [1][3]. Group 1: Key Information on Company Restructuring - Zhongke Shuguang and Haiguang Information are undergoing a major restructuring through a stock swap to consolidate 100% of Zhongke Shuguang's shares, with the process initiated in May 2025 [3]. - China Shipbuilding has completed a stock swap to absorb China Shipbuilding Industry Corporation, creating a comprehensive platform for shipbuilding and marine engineering [4]. - China Shenhua is integrating 13 energy companies using a "packaged injection" model to enhance its energy supply chain [3]. - Guotai Junan and Haitong Securities are merging to consolidate their brokerage, investment banking, and asset management resources, awaiting regulatory approval [4]. Group 2: Policy Support for Restructuring - The successful advancement of these major restructurings is supported by new policies from the China Securities Regulatory Commission (CSRC) that simplify processes and enhance efficiency [5]. - A new simplified review process allows eligible restructuring transactions to bypass lengthy reviews, with registration results provided within five working days [5]. - The optimization of lock-up period rules increases market liquidity, allowing for shorter lock-up periods for controlling shareholders [6]. - Companies can now register for phased payments, reducing financial pressure during restructuring [6]. Group 3: Industry Logic Behind Restructuring - The restructuring efforts are focused on "industrial synergy" rather than merely increasing market capitalization [8]. - The merger between Zhongke Shuguang and Haiguang Information aims to create a complete industry chain from chip design to data center operations, enhancing competitiveness [8]. - The integration of China Shipbuilding and China Shipbuilding Industry Corporation is intended to eliminate competition and concentrate resources on high-end ship manufacturing [9]. - China Shenhua's asset injection is designed to optimize the energy supply chain and improve resource utilization efficiency, aligning with carbon neutrality goals [10]. - Since 2025, over 57% of restructuring activities have involved horizontal and vertical integrations, reflecting a core demand for resource collaboration to strengthen competitiveness [10].

为确保新造拖轮顺利出境，日照边检站与日照海关提前对接船舶代理及制造企业，量身定制"一船一策"通关保障方案。出境期间，各口岸查验单位密切协 同配合，顺利完成船舶卫生状况和船体检查、人证对照及相关手续办理，实现各通关环节无缝衔接，保障拖轮"零等待"出境。 11月28日，在山东出入境边防检查总站日照边检站民警的监护下，由日照港（600017）达船舶重工有限公司建造的两艘全回旋拖轮顺利驶离日照港，标志 着日照口岸首次实现国产全回旋拖轮出口。 该批拖轮于2023年启动建造，2025年交付海外用户。拖轮采用先进的动力系统设计，可兼容绿色生物燃油，有助于降低碳排放，整体性能达到国际水平， 未来将有效提升外国港口的作业效率与安全性。 此次国产拖轮的顺利"出海"，是日照口岸推动高端装备制造"走出去"、服务外向型经济发展的具体实践，也为当地船舶制造产业开拓国际市场注入了新动 能。 (通讯员金建丞段寅生) ...